Investing in Disruption
The conversation delves into the transformative impact of technology on investment strategies, highlighting the significant growth of Google since its early days. Insights on navigating antitrust concerns and the evolving landscape of industries like cannabis and blockchain technology reveal a forward-thinking approach to investment. The importance of long-term ownership and the anticipation of future disruptions are emphasized as key components of successful investing.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Thomas Russo – All About Google (Capital Allocators, EP.90)
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